Release 58 of 68 · June 2023 · API 58.0
Salesforce Summer ’23 release notes
Einstein GPT first appears, in a handful of notes
- Documented changes
- 902
- 96 more than Spring ’23
- AI-related
- 56
- 6% of the release
- In beta or pilot
- 70
- Retirements
- 22
What it brought
Generative AI first shows up in this release, in a handful of Einstein GPT notes. Sales Emails drafts personalised emails grounded in your sales data, Work Summaries predicts a case summary, issue and resolution from a chat conversation, and Service Replies drafts agent responses while a chat unfolds. The rest of the 902 notes are ordinary platform work, with Industries again the largest product area. Scale Center went GA for performance monitoring, Mobile Offline reached GA, and Async SOQL was retired.
- First appearance
- Einstein GPT for Sales drafts emails
- AI for service agents
- Work Summaries fill case summary fields
- Now switched off
- Async SOQL retired in Summer '23
- Offline finally ships
- Mobile Offline is generally available
- How small AI still was
- 56 of 902 notes (6%)
By capability
By product
Capabilities and change types are Jev’s categories; products come from Salesforce’s own headings. How the notes were categorized
Retirements and deprecations
- News, Automated Account Fields, and Account Logos Are Being Retiredp. 94
- Feedback Form in Salesforce Help Menu Is Being Retiredp. 94
- Build B2B and B2C Stores Using the Same LWR Technology and Componentsp. 141
- Replace Inactive Euro Localesp. 164
- Async SOQL Is Being Retiredp. 205
- Salesforce Platform API Versions 21.0 Through 30.0 Retirement (Release Update)p. 206
- Custom Object CRUD Data from Apex Unit Tests Is No Longer Available in AppExchange App Analyticsp. 213
- REST APIp. 254
- Einstein Vision for Planogram Compliance Is Being Retiredp. 338
- Email Report Print Count Fields Are Being Removedp. 503
- The AddThis Connector Is Being Removedp. 503
- Salesforce Mobile App Version 228 Is Retiredp. 509
- The Salesforce Mobile App Community License Access Retirement Is Pausedp. 509
- Delete the Mobile Publisher App Update Component from Your Sitesp. 514
- Deleted Field Is Deprecated as a Briefcase Filterp. 514
- Cadence Wait Steps Are Being Retiredp. 527
- Einstein Account Insights and Opportunity Insights Are Being Retiredp. 568
- Salesforce for Outlook Is Retiring in June 2024p. 571
- Meeting Studio is Being Retiredp. 578
- New Process Creation Is No Longer Availablep. 601
- Identity Connect 3.0.1.2 Security Patch Is Being Removedp. 632
- AnalyticsBotSession Object Was Removedp. 660
Every note in Summer ’23
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud86
- Build Programs Faster with More Predefined Measuresp. 265
- Preview Enablement Programs and Templatesp. 263
- Test Enablement in All Sandbox Types More Easilyp. 269
- Get More Control Over Enablement Admins’ View of Objects and Fieldsp. 268
- Assign Users to Enablement Programs More Efficientlyp. 268
- Build In Flexibility and Prove Consistency Using Average-Based Goalsp. 266
- Manage Images for Rich Text Content in Lesson Exercises More Efficientlyp. 269
- Personalize the Size and Placement of the Guidance Center Panelp. 271
- Other Changes in Enablementp. 270
- Provide More Detailed In-App Guidance with Targeted Prompts on Record Fieldsp. 272
- Show Salesblazer Content in the Guidance Centerp. 273
- See Opportunity Product Splits in Forecastsp. 522
- Split Revenue by Product Mix with Opportunity Product Splits (Generally Available)p. 520
- Get Reports of Opportunities with Opportunity Product Splitsp. 521
- Create Quotes Without a Related Opportunityp. 523
- Maximize Your Productivity with Calendar Enhancementsp. 523
- Click Once to See Your Calendarp. 524
- Encourage Repeat Orders Using a Commerce Reorder Portalp. 525
- Manage Cadence Step Timing More Preciselyp. 527
- Cadence Wait Steps Are Being Retiredp. 527
- Discover Which Cadences Have the Most Activityp. 530
- Let Users Control When Cadence Tasks Are Assigned to Themp. 528
- Set Automated Actions to Remind Users Instead of Acting Automaticallyp. 531
- See Prospect Engagements for the Month at a Glancep. 530
- Manage Flow Orchestration Work Items in the To Do Listp. 533
- Find Items Quickly in the To Do List with Searchp. 532
- Let Managers Speed Up Common Cadence Tasks for Their Teams with Automated Actionsp. 531
- Repeat Outreach Steps with Quick Cadencesp. 528
- Accelerate Sales Cycles with a Buyer Assistant (Beta)p. 534
- Sales Cloud Now Includes Quick Cadences and Email Productivity Features in Professional and Enterprise Editionsp. 534
- Use Einstein Conversation Insights in Different Languagesp. 536
- Add More Voice Providersp. 538
- Turn On Optimal Speaker Separationp. 537
- Understand Your Sales Pipeline with the Sales Stage Analysis Dashboardp. 541
- Get Even More Details About Deals to Focus Onp. 542
- View Sales Details About Your Territories in Revenue Insightsp. 540
- More Reports Are Available for All Usersp. 538
- Empower Sales Reps with the Revenue Intelligence Command Centerp. 540
- Use Expanded Filters to View More Deals and Pipelines in Pipeline Inspectionp. 543
- Get Sales Teams Started with Pipeline Inspection Fastp. 544
- Access Revenue Insights Directly from Your Mobile Devicep. 543
- Get Pipeline Inspection in Enterprise Edition Without an Add-On Licensep. 544
- Update Opportunities More Efficiently in Pipeline Inspectionp. 544
- Add Custom Columns That Include External Datap. 547
- Forecast on Opportunity Product Splitsp. 549
- Assess the Health of Your Sales Forecasts with Built-In Chartsp. 545
- See Recent Forecast Changes in the Salesforce Mobile Appp. 550
- Find Your Untapped Opportunities Using Product Whitespacep. 541
- Find Out What’s New for Enablementp. 552
- Plan Sales Strategies as a Teamp. 554
- Update Large Territory Models in Less Timep. 555
- View Einstein Predictions in a Full-Length Panelp. 549
- PRM for Slack Featuresp. 553
- Work as a Team to Win Over Leadsp. 557
- Visualize and Manage Selected Markersp. 560
- Other Improvements in Territory Planningp. 556
- Manage Utility Service Lines from the Mapp. 559
- Apply Mass Actions from the Marker Legendp. 562
- Assign Units Using Boundaries That You Definep. 555
- Plot Records from Salesforce and Show Other Relevant Ones Using Dynamic Filtersp. 561
- Manage Your Territories While Others Run Rules for Theirsp. 558
- Remove Salesforce Maps Headers and Buttons from Custom Actions Windowsp. 562
- Set ArcGIS Layers to Plot When Reps Open Salesforce Mapsp. 564
- Add Predefined Fields That Appear in Scheduled Eventsp. 565
- Apply Updates to Custom Permission Sets for Salesforce Maps Productsp. 566
- See an Enhanced Prediction Trends Graphp. 568
- Basemap for Nearby Maps was Changedp. 565
- Personalize Sales Emails with Einstein GPT for Salesp. 567
- Einstein Account Insights and Opportunity Insights Are Being Retiredp. 568
- Get More Control Over What Data Is Capturedp. 570
- Fix Connection Issues Easily with Status Reasonsp. 570
- Simplify Reps’ Schedules by Eliminating Repeat Visits During Shiftsp. 566
- Gain More Visibility with Data Capture Metricsp. 570
- Salesforce for Outlook Is Retiring in June 2024p. 571
- Save Time by Using Salesforce in a Side Panel While Browsing the Web in Chromep. 571
- Nail Your Meetings with Salesforce Meeting Digestp. 576
- Set Your Available Times for Meetingsp. 576
- Meeting Studio is Being Retiredp. 578
- Propose Three Future Meeting Times in Lightning Experiencep. 580
- Save Space by Tracking External Email Onlyp. 582
- Send a Meeting Request Quickly from the Dynamic Activity Composerp. 579
- Control Who Can Use Organization-Wide Email Addressesp. 583
- Verify Email Sender Legitimacy with DMARC and DKIMp. 584
- Use an Organization-Wide Email Address to Send Automated Process Emailsp. 583
- Sales Cloud Now Includes Email Productivity Features in Professional and Enterprise Editionsp. 584
- Give Email Recipients Confidence in the Sender’s Identityp. 584
Revenue Cloud8
- Sell Bundled Products and Servicesp. 516
- Use Subscription Management Without Its Invoicing and Payment Featuresp. 517
- Price Product Subscriptions Annuallyp. 516
- Decrease the Quantity of a Subscriptionp. 516
- Get Insightful Details at Every Step of Quote Calculationp. 517
- Configure Discounts for Subscriptions with Longer Termsp. 517
- Create Quote Templates Faster Using OmniStudio Document Generationp. 518
- Bill Your Customers Annuallyp. 516
Service Cloud102
- Build Bots Faster Using Einstein Bot Blocks (Beta)p. 651
- Teach Your Bot New Languages More Easily with the Cross-Lingual Intent Model (Beta)p. 650
- Reach More Customers with Multi-Language Support for System Bot Templates (Beta)p. 652
- Create an Enhanced Bot from Scratch or a Template in Fewer Stepsp. 653
- Add New Functionality to Existing Bots with New Blocks (Beta)p. 651
- Ask Questions with Dynamic Options with an Enhanced Botp. 655
- Customize Your Enhanced Bot’s Response Delayp. 656
- Schedule Appointments with an Enhanced Botp. 654
- Automate Sales Outreach with the Buyer Assistant Template (Beta)p. 657
- Streamline Your Building Experience with Direct Invocation of Standard Actionsp. 657
- End Enhanced Bot Conversations Automatically with the Improved End Chat System Dialogp. 656
- Use Conditional AND/OR Statements in Rule Action Dialog Steps to Customize Your Botp. 658
- Add a Bot Options Menu to Your Enhanced Botp. 657
- Build Bots Faster with Dialog Component Library Updatesp. 658
- Connect Enhanced Bots to WhatsApp (Generally Available)p. 657
- Monitor Bot Sessions More Accurately with Standard Report Improvementsp. 659
- Discover Developer Updates with the Einstein Bots API (Generally Available) and API Release Notesp. 659
- AnalyticsBotSession Object Was Removedp. 660
- Include Email Conversations When You Build Your Conversation Mining Reports (Pilot)p. 662
- Run Flows in Bot User Context (Release Update)p. 660
- Close Cases Faster with Work Summariesp. 661
- Build Better Reports with Case Object Segmentationp. 662
- Optimize Agent Productivity and Response Quality with Service Repliesp. 665
- Refresh Your Replies with On-Demand Template Creationp. 665
- Get Service Insights and Build Bot Intents with Einstein Conversation Mining (beta)p. 663
- Enhance Your Reply Recommendations Modelp. 666
- Deliver Products and Services with Service Catalog (Generally Available July 18, 2023)p. 667
- Offer Agents Reply Recommendations in Enhanced Messaging Channelsp. 666
- Expanded Access to Uploaded Imagesp. 668
- Open Your Service Catalog to Customers and Partnersp. 668
- Send Messaging Components in Enhanced WhatsApp Channelsp. 672
- Let Messaging for In-App and Web Conversations Continue Across Multiple Channelsp. 672
- Send Voice Messages in Enhanced Messaging Channelsp. 671
- Identify the Messaging Customer with Individual-Object Linkingp. 675
- Create Real-Time Keyword Alerts for Supervisors in Messaging Channelsp. 675
- Hide the Messaging for In-App or Web Button Outside of Your Business Hoursp. 673
- Message Customers More Intuitively with the Redesigned Agent Conversation Windowp. 677
- Automatically Mark Messaging Sessions Inactive in Messaging for In-App and Webp. 676
- Choose When to Show a Pre-Chat Form in Messaging for In-App and Webp. 678
- Mark Messaging Sessions Inactive in the Conversation Windowp. 676
- Control the Messaging for Web Button’s Visibility Programmatically on Your Websitep. 674
- Add Dropdown Fields to Your Pre-Chat Form in Messaging for In-App and Webp. 678
- Modernize Your Channel Menu with Messaging for Webp. 679
- Let Agents Accept Omni-Routed Messaging Sessions in Messaging for In-App and Webp. 679
- Fine-Tune Messaging Session Expiration to Accommodate Your Security Requirementsp. 680
- Let Customers Navigate Your Website While Maintaining a Messaging for Web Conversationp. 680
- End Conversations and Engage Bots with the Enhanced Bot Options Menup. 681
- Add User Verification to Messaging for Web in Aura Sitesp. 681
- Find the Right Answer to a Customer’s Question with Reply Recommendations in Messagingp. 681
- Improve the Enhanced Messaging Console Experience Using the Lightning Conversation Toolkit APIp. 682
- Add More AWS Services to Service Cloud Voice with Amazon Connectp. 684
- Other Improvements to Messaging for In-App and Webp. 682
- Align Your Business with New Certifications in Messagingp. 681
- Automate Softphone Call Control Eventsp. 687
- Make More Calls Faster with Agent-to-Agent Callsp. 686
- Say Goodbye to the Messaging for In-App and Web SKUp. 680
- Access Service Cloud Voice with Microsoft Edge (Chromium)p. 687
- Scale Amazon Connect Queue Management with Your Contact Centerp. 688
- Show Voice Extensions for Pre- and Post-Call Workp. 689
- Create Amazon Connect Instances for Service Cloud Voice with Confidencep. 690
- Get Agents Online Faster with the Voice Status Utilityp. 685
- Fine-Tune After Conversation Work Times for Efficiencyp. 690
- Pass Custom Field Data During Transfers and Callbacksp. 689
- Set Up Voice Faster Using an Existing Amazon Connect Instancep. 691
- Resolve Setup Issues More Quickly with Self-Service Checks (Beta)p. 693
- Get the Latest Enhancements for Your Amazon Connect Contact Centerp. 692
- Check Voice Channel Performance with More Metrics (Pilot)p. 693
- Export Messaging and Voice Conversation Transcripts Before You Leave Salesforcep. 697
- Add Messaging for Web to Your Channel Menup. 696
- Identify the Human Behind the Interaction with Individual-Object Linking (Beta)p. 695
- Swarmingp. 701
- Alert Supervisors and Agents Based on Conversation Intelligence Signals and Keywordsp. 699
- Get the Enhanced Slack Conversations Experiencep. 702
- Increase Agent Productivity with Automated Actions Using Keyword Detectionp. 697
- Start a Swarm Faster with Searchable Slack Channelsp. 704
- See Slack Channel Names in Swarming Reportsp. 703
- Stay on Top of Incidents with the Enhanced Incident Alerts Utilityp. 705
- Extend Swarming to Field Service Workersp. 702
- Monitor Contact Center Health in the Omni Supervisor Wallboard (Pilot)p. 707
- Send Custom Incident Updates with Broadcast Slack Message Templatesp. 706
- Get Supervisors Involved Fast with Conversation Intelligencep. 708
- Route Work Orders to Field Service Workersp. 708
- Run the Lightning Knowledge Migration Toolp. 712
- Enable Lightning Article Editor and Article Personalization for Knowledge (Beta) (Release Update)p. 710
- Set Knowledge Article Review Dates with the Next Review Date Fieldp. 712
- Insert Knowledge Articles Quickly on LWR Sitesp. 713
- Grow Your Knowledge Base and Handle Complex Hierarchies with Confidencep. 712
- Schedule a Knowledge Article to Publish at a Specific Timep. 713
- Transition to the Lightning Editor for Email Composers in Email-to-Case (Beta) (Release Update)p. 715
- Save Time by Linking Contacts to Cases in Email-to-Casep. 715
- Find Email Messages Faster with Improved Searchesp. 716
- Disable Ref ID and Transition to New Email Threading Behavior (Release Update)p. 717
- Alert Users with Custom Notifications for Survey Responsesp. 719
- Allow Updates to Email Message Related Records to Meet Business Rulesp. 716
- Get Alerts Based on Survey Responsesp. 721
- Get a Quick Timeline View of Survey Responsesp. 720
- Get Granular Details on Survey Emails to Multiple Recipientsp. 721
- Customize Knowledge Articles with the Knowledge Article Componentp. 722
- Use a Default No-Reply Address as System Address for Case Email Notifications (Release Update)p. 718
- The Ref ID Format for Email-to-Case is Changingp. 718
- Receive Responses from Unauthenticated Guest Users via APIsp. 719
- Add Knowledge Pages to Your Enhanced LWR Sitep. 722
Field Service26
- Switch Easily to Enhanced Scheduling and Optimization for Existing Orgsp. 301
- Create Optimal Schedules and Benefit from Innovative Capabilities with the Default Enhanced Scheduling and Optimization Enginep. 300
- Show All the Availability Information on the Ganttp. 303
- Improve Your Mobile Workers’ Efficiency by Defining Offsite Service Appointmentsp. 303
- Expand Access to More Contractors with Login-Based SKUsp. 304
- Get Additional Supported Features with Enhanced Scheduling and Optimizationp. 302
- Ensure High Quality of Service with Outcome-Based Contractsp. 305
- Build In Lead Time on Usage-Based Work Ordersp. 306
- Price Your Assets with More Precisionp. 307
- Improve Asset Care with Asset Attributesp. 307
- Route Important Work Items Quickly with Omni-Channelp. 306
- Build Service Recommendations for Your Assetsp. 307
- View the Change History for a Fieldp. 306
- Engage More with Customers by Using Messaging for In-App and Webp. 309
- Manage Follow-Up Appointments from the Fieldp. 310
- Migrate from Maintenance Plan Frequency Fields to Maintenance Work Rules (Release Update)p. 308
- Avoid Delays with Offline Image Uploadingp. 312
- Find Notes and Files Easily for Product Service Campaignsp. 307
- Show Important Information on a Dashboardp. 311
- Stay on Track with the Field Service Widget (Beta)p. 313
- Get Information at a Glance with Redesigned Related Listsp. 314
- Customize the Visual Remote Assistant Session’s Invite Flow Preferencesp. 309
- Access Login Servers with One Clickp. 315
- Guide Your Mobile Workers at the Right Place and the Right Time (Pilot)p. 315
- Customize the Calendar View for iPhonep. 316
- Launch Lightning Web Components from Work Stepsp. 317
Marketing Cloud11
- Keep Your Account Engagement Business Unit Running Smoothly with Optimizer (Generally Available)p. 500
- Account Engagement Trust Site Is Movingp. 502
- Copy Assets Between Account Engagement Business Units More Easilyp. 502
- Trigger an External Action After a Prospect Engagementp. 499
- Convert Unused Dynamic Lists to Static Listsp. 501
- Use Data Cloud Segments in Account Engagementp. 502
- Email Report Print Count Fields Are Being Removedp. 503
- Get First-Touch Attribution When Visitors Consent to Trackingp. 502
- Use a New Opted Out Field Statusp. 502
- The AddThis Connector Is Being Removedp. 503
- Account Engagement API: New and Changed Itemsp. 503
Commerce Cloud42
- Enhance Product Descriptions with Einstein Generative AIp. 130
- Easily Manage Extensionsp. 130
- Embed Pay Now on Different Salesforce Appsp. 131
- Use Salesforce Payments in Your Commerce Storep. 131
- Create Customer Experiences Based on Market Localep. 132
- Let Shoppers Combine Promotion Discountsp. 133
- Let Guests Shop in Your B2B Storep. 132
- Provide Translations for Promotionsp. 133
- Use Promotion Market Segments to Target the Right Customersp. 134
- Improve SEO with Custom URL Slugs (Beta)p. 134
- Customize Store Search with the Search Results Rules APIp. 135
- Choose Which Product Fields to Display (Pilot)p. 136
- Set Up Your Org Quickly with the Commerce Setup Assistantp. 136
- Create Rich Search Results with Structured Data (Pilot)p. 135
- Display Suggested Products in Search with the Product Search Suggestions APIp. 135
- Export Product Data to a CSV Filep. 138
- Troubleshoot Store Issues with the Commerce Assistantp. 137
- Easily Manage Content with Enhanced CMSp. 139
- Use Einstein Search Suggestions in D2C Commercep. 140
- Search Globally with Increased Locale Supportp. 139
- Accelerate Self-Service Reorders with a Commerce Reorder Portalp. 140
- Build B2B and B2C Stores Using the Same LWR Technology and Componentsp. 141
- Customize the Payment Processing Messagep. 142
- Let Customers Select the Country for Their Storep. 142
- Design Product Pages with Ease Using Componentsp. 143
- Streamline Checkout for Mobile Customersp. 143
- Improve Customer Experience with a Wishlistp. 144
- Easily Format Currency in Your Storesp. 142
- Shop Faster with Quick Orderp. 145
- Track Inventory Reservations End to Endp. 146
- Self Provision Order Self-Servicep. 147
- Charge Fees for Returns and Cancellationsp. 146
- Fulfill Orders Quickly with Pick Ticketsp. 147
- Get Better Performance When Processing Inventory Recordsp. 146
- Order on Behalf of a Customer in B2B Commerce and D2C Commercep. 147
- Easily Create Merchant Accounts for Payment Processingp. 149
- Help Customers Check Out Faster with Saved Payment Methodsp. 151
- Give Merchants a Single Place to View Payment Informationp. 152
- Embed Payment Solutions in Your Apps with Pay Nowp. 153
- Control Which Payment Methods Are Accepted at Checkoutp. 150
- Issue Refunds for Multi-Capture Payments (Beta)p. 153
- Give Access to Payments Functionality Based on User Rolesp. 148
Industries281
- Customize Appointment Scheduling Processes Using OmniStudiop. 324
- Delight and Engage Your Prospects by Scheduling Test Drivesp. 323
- Salesforce Scheduler License Requirements in Automotive Cloudp. 323
- Build Your Own Search Experience to Track Vehicle Inventoryp. 325
- Guarantee Timely Vehicle Maintenance by Scheduling Service Appointmentsp. 323
- Help Users Quickly Search for Vehicles Across Dealer Locationsp. 325
- Transform Vehicle Inventory Data Using a Data Processing Engine Definitionp. 325
- Eliminate Guesswork by Helping Users Select Picklist Values as Search Criteriap. 326
- Simplify Search Navigation by Helping Users Click Hyperlinks for Record Namesp. 326
- Define Warranty Eligibility Using Warranty Term Coveragesp. 327
- Verify and Settle Claims for Vehicle and Part Issues with Increased Accuracyp. 328
- Minimize Claim Processing Time By Helping Your Dealers Submit More Detailed Claimsp. 327
- Capture Labor and Product Fault Details to Standardize Service Processesp. 328
- View All Appointments Related to a Vehicle in a Single Listp. 329
- Actionable List Definitionsp. 332
- View All Claims Related to a Vehicle in a Single Listp. 329
- Get a Unified View of an Asset and Capture Detailsp. 329
- Actionable Relationship Center Enhancementsp. 333
- Actionable List Membersp. 332
- Enhance Visits and Appointments with Virtual Calls and Video Visitsp. 333
- Maximize Your Revenue from Leads and Opportunitiesp. 334
- Groups and Households Enhancementsp. 333
- Stay Connected with Processing Services by Updating Your Certificatep. 338
- New and Changed Tooling Objects in Automotive Cloudp. 335
- Other Improvements in Consumer Goods Cloudp. 338
- New and Changed Automotive Cloud Metadata Typesp. 335
- New and Changed Objects in Automotive Cloudp. 334
- Einstein Vision for Planogram Compliance Is Being Retiredp. 338
- Get Accurate Order Prices Online with Penny Perfect Pricingp. 339
- Maintain Store Operating Hours Efficiently in Consumer Goods Cloud Offline Mobile Appp. 340
- Improve Customer Satisfaction with Consumer Goods Cloud for Servicep. 337
- Improved User Experience with the Enhanced Product Filterp. 340
- Analyze and Track Product Performance Easilyp. 341
- Boost Productivity with the New Order Lightning Web Componentp. 340
- Get Started with Trade Promotion Effectivenessp. 342
- Plan Better By Evaluating Customer Business Plan Scenarios (Pilot)p. 343
- New Retail Metadata Typesp. 341
- View Interactive Dashboards in Promotionsp. 343
- Changed Objects in Consumer Goods Cloudp. 344
- Get Started with Consumer Goods Cloud Faster with MuleSoft Directp. 344
- Export More KPI Reports Simultaneouslyp. 344
- Find the Financial Services Cloud Admin Guide in Salesforce Helpp. 347
- Make Quicker Decisions While Planningp. 343
- Send Customized Emails Using Marketing Cloudp. 349
- Streamline the Complaint Intake Process with Complaint Managementp. 350
- Actionable Segmentation Enhancementsp. 348
- Enable Your Customer Community Users to File Complaints on Financial Services Client Portalp. 350
- Provide Better Customer Experience by Analyzing Customer Complaintsp. 350
- Enable Your Customer Community Users to Update Their Addresses on Financial Services Client Portalp. 355
- View an ARC Graph by Zoomingp. 352
- Identify Cards with Child Cards Fasterp. 354
- Hide Card Fields on an ARC Graphp. 353
- Enable Your Customer Community Users to Reverse Their Fees on Financial Services Client Portalp. 355
- Service Process Studio for Financial Services Cloudp. 355
- More Support for Discovery Frameworkp. 356
- Set Up Revenue Management for Financial Services Cloud More Easilyp. 357
- Manage Your Revenue and Team Betterp. 357
- Action Plans for Financial Services Cloudp. 358
- Add Bankers to Branchesp. 359
- New and Changed Financial Services Cloud Object Fieldsp. 359
- Engage with the Right Customers by Showing Predictions on Actionable Listsp. 358
- New Financial Services Cloud Metadata Typep. 361
- Optimize Your Revenue by Using Scoring Frameworkp. 358
- New Tooling Objects in Financial Service Cloudp. 361
- Get Familiar with the New Grantmaking Settings and Permissionsp. 362
- Capture Details About Grant Opportunitiesp. 362
- Manage and Review Budgetsp. 363
- Manage and Review Grant Applicationsp. 363
- Manage the Lifecycle of an Awarded Grantp. 363
- Make Applying for Grants Easy by Creating an Experience Cloud Sitep. 364
- New Grantmaking Metadata Typep. 365
- Add Salesforce Approval Processes for Submitted Grantmaking Recordsp. 364
- Schedule Visits Based on Preferencesp. 368
- Use Prior-Authorization Data to Determine Visit Countp. 368
- Record Patient Preferences for Home Healthcare Servicesp. 368
- New Objects and Fields in Grantmakingp. 364
- Reassign Visits in Bulkp. 368
- Operate in the Field with the Salesforce Field Service Mobile Appp. 369
- Set Up Crisis Support Center Management More Easilyp. 370
- Accelerate your Home Health Implementation with the Guided Setupp. 369
- Update Assignments Automatically When Resources Take Time Offp. 369
- Search for Beds Across Healthcare Facilitiesp. 370
- Make Faster Clinical Determinations by Using Artificial Intelligencep. 372
- Inquire and Get Up-to-Date Status of Authorization Requestsp. 371
- Facilitate a Streamlined Submission of Authorization Requests to Payersp. 371
- Easily Orchestrate Advanced Therapies with Customizable Flowsp. 376
- Make Therapy Task Assignment Easy with Teamsp. 377
- Collaborate Efficiently with Participant Roles for Advanced Therapiesp. 377
- Clone Sample Flows to Generate Custom Work Order Stepsp. 378
- Create Custom Tasks with Action Plan Templates in Advanced Therapiesp. 377
- Complete Therapy Tasks Faster with Lightning Aura Componentsp. 378
- Help Users Complete Therapy Tasks with an Apex Triggerp. 378
- Add Social Determinants of Health in Care Plansp. 380
- Advanced Therapy Management Has a New Appp. 379
- Multi-Step Scheduling License Updatep. 380
- View the Progress of Therapy Steps and Tasksp. 379
- Visualize Care Plans Better with the Updated Interfacep. 380
- Reschedule and Repeat a Stage In a Therapy Orchestrationp. 379
- Guided OmniScript Flow Enhancementsp. 381
- Streamline Provider Enrollment with Guided Process Workflowsp. 382
- Expedite Health Cloud CRM Analytics Configurationsp. 383
- Health Cloud Foundation Permission Set Now Includes Care Barriers and Care Barrier Typesp. 381
- Set Up the New Health Analytics App from Within Health Cloudp. 384
- Streamline Care Management by Using Analytics Dashboardsp. 384
- Send Patients Email Notifications of Assessments to Completep. 387
- Prioritize Payer Authorization Reviews Efficientlyp. 384
- Navigate Assessments Component More Easilyp. 387
- Prioritize Provider Care Requests Efficientlyp. 385
- Get Up and Running with Assessments by Using Guided Setupp. 387
- Patients Can Complete Assessments in Experience Cloud Sitep. 388
- Easily Set Up the Contact Center with the New Guided Setupp. 385
- Give Patients the Option to Digitally Sign a Formp. 388
- Add Medications Faster with the New Add Basic Medication Details Flowp. 388
- Generate Search Reports with the Enhanced Provider Searchp. 389
- Provider Search Available to Guest Usersp. 389
- Upload Documents in Experience Cloud with Intelligent Document Automationp. 391
- Increased TextTract Page Limit for Intelligent Document Readerp. 391
- Include Calendar Files in Virtual Care Emailsp. 392
- Track Complex Household Roles and Relationships in Health Cloudp. 390
- Manage Appointments and Assets with Salesforce Schedulerp. 393
- New and Changed Health Cloud Metadata Typesp. 393
- View an Actionable Graph of Patient Relationships in Health Cloudp. 390
- Use Virtual Care in Additional Countriesp. 392
- Health Cloud Has New and Changed Objectsp. 394
- New Invocable Actions in Health Cloudp. 395
- Relate Multiple Records to a Documentp. 391
- Automate Tier Assessment for Membersp. 398
- Save Time and Effort With Loyalty Management Mobile SDKp. 400
- Automate Member Selection for Tier Assessmentp. 399
- View Promotions and Events on a Single Calendarp. 397
- Consolidate Member Points in Real Timep. 400
- Design the Process for Redeeming Vouchersp. 403
- Let Members Opt Out of Promotions Easilyp. 402
- Give Partners Permissions to Edit Their Program Datap. 404
- Give Members a Personalized Experience with the Enhanced Loyalty Management Data Bundlep. 405
- Filter Ineligible Transactions with Easep. 402
- Provide Customers the Flexibility to Join or Leave Programs and Promotions at Any Timep. 405
- Changed Objects in Loyalty Managementp. 407
- New Connect REST APIsp. 408
- Execute More Business API Requests with Expanded Limitsp. 406
- Other Changes in Loyalty Managementp. 406
- Introduce a Deeper Granularity to Warranty Termsp. 411
- Ensure Accurate Warranty Claims Adjudication and Service Planningp. 410
- Adjudicate Warranty Claims with Speed and Accuracyp. 415
- Adjudicate Warranty Claims Easily by Capturing Detailed Claims from Partnersp. 412
- Get a 360-Degree View of an Assetp. 416
- New and Changed Loyalty Management Metadata Typesp. 407
- Create Order Estimates During Field Workp. 417
- Outreach Listp. 420
- Get Insights into Agreements, Forecasts, and Team to Manage Sales Betterp. 419
- Audit Trailp. 421
- Identity Verificationp. 422
- Action Launcherp. 421
- Service Process Studiop. 423
- Set Up Analytics for Manufacturing Cloud More Easilyp. 418
- New and Changed Objects in Manufacturing Cloudp. 423
- Allocate a Portion of Subsidiary or Partner Emissions to the Parent Companyp. 425
- Manage The Social and Governance Data in Extended Organizationsp. 426
- Let Affiliate Company Users Manage Social and Governance Datap. 425
- Upload Net Zero Cloud Data Using Data Upload Templatesp. 426
- Track Field History for Net Zero Cloudp. 427
- Let Users Submit Approval Requests from a Recordp. 427
- Engagementp. 422
- Data Processing Engine Enhancementsp. 423
- Other Improvements to Carbon Accountingp. 426
- Generate a SASB Report with the Disclosure and Compliance Hub Templatep. 428
- Complete Common Service Tasks in Context with Action Launcherp. 432
- Receive Alerts on Records That Need Actionp. 433
- Protect Constituent Privacy and Reduce Fraud with Identity Verification and Audit Trailp. 432
- New and Changed Objects for Net Zero Cloudp. 428
- Deliver Service to Constituents from a Dedicated Account Lightning Record Pagep. 433
- Create Start-to-Finish Automation to Address Service Requests from Constituents with Service Process Studiop. 434
- Help Agencies Manage Service Providersp. 435
- Easily Manage Benefit Schedules and Sessions and Track Disbursed Benefitsp. 436
- Capture and Store Key Information from Constituents Applying for Benefits, Licenses, and Permitsp. 434
- Create and Merge Party Relationship Groups Using Guided Workflowsp. 435
- Use Dynamic Assessments with Account, Contact, and Casep. 436
- Set Up the Referral Intake Guided Flow Quickly with Out-of-the-Box Componentsp. 435
- Use the Data Model for Case Proceedings to Manage Court and Investigative Casesp. 436
- Quickly Preview Care Plans and Care Plan Templatesp. 436
- View Composable Case Management Objects in the Salesforce Mobile Appp. 437
- Incentivize Partners Through Effective Ship and Debit Programsp. 440
- Award Grants to Constituents Using Grantmakingp. 437
- New and Changed Public Sector Solutions Metadata Typesp. 438
- New and Changed Objects in Rebate Managementp. 443
- Automate Ship and Debit Claims Processing with Scalable Templatesp. 442
- Compensate Partners for Reactive Pricing Through Special Prices and Discountsp. 440
- Collaborate with Partners on Claims and Proofs of Salep. 441
- Improve Customer Experience by Quickly Switching Between Actionsp. 448
- Help Customers by Quickly Launching Out-of-the-Box OmniScriptsp. 447
- Increase User Satisfaction Through Enhanced Accessibilityp. 448
- Support Customers by Quickly Launching Quick Actions Containing a Visualforce Pagep. 448
- Streamline Customer Engagement by Quickly Launching Engagement Interaction Actionsp. 449
- Boost the Productivity of Contact Center Agents with Recently Used Actionsp. 448
- Allow Customers to Access Information and Resolve Issues by Themselvesp. 449
- Large Actionable Lists Are Configured Asynchronouslyp. 450
- Manage Engagement Status of Prospects Efficientlyp. 450
- Save Time and Improve Efficiency Using Bulk Actionsp. 450
- Include More Task Dependencies in Action Plan Templatesp. 449
- Changed Object in Actionable List Membersp. 451
- Sort Prospects to Enhance Team’s Successp. 451
- Select Dataset Records in Bulk for Actionable Listsp. 452
- Filter Dataset Records Smarter with Custom Filter Logicp. 452
- Help Executives Manage Actionable Lists Better with List Statusp. 454
- Share Actionable Lists with Colleaguesp. 453
- Customize the Display Format for Dataset Fields in Actionable List Builderp. 455
- Delete Unneeded Actionable List Definitionsp. 456
- Track API Call Usage and License Validity for Queries for DataPipelinesp. 456
- Sort Dataset Records in Actionable List Builderp. 454
- New and Changed Objectsp. 456
- Changed AI Accelerator Metadata Typesp. 458
- Get AI Accelerator with Multiple Industries Cloudsp. 458
- Get Predictions Based on a Standard or Custom Objectp. 461
- Analyze Your Data Better by Using Additional Input Featuresp. 463
- Show Predictions Contextually by Storing Them in Recordsp. 467
- Get Accurate Predictions by Defining the Target Variablep. 464
- Improve the Accuracy of Your Predictions by Customizing Input Featuresp. 465
- Get Predictions in Real Time by Integrating Scoring Framework with AI Acceleratorp. 468
- Get Predictions Focused on a Subset of Datap. 466
- Validate Input Features and Prediction Accuracy Before Deploying Your Modelp. 460
- Ensure Data Requirements Are Met While Configuring Templatesp. 469
- Make Informed Business Decisions Based on Historical Trendsp. 462
- New Scoring Framework Tooling API Objectsp. 471
- Get to the CRM Analytics App or the AI Accelerator Use Case with One Clickp. 470
- Retry to Activate or Deactivate a Template Configurationp. 471
- Experience Better User Interface with All Your Filters in One Placep. 473
- Use New Filters to Improve Efficiency by Quickly Finding Informationp. 473
- Expand Your Insights with New Columns for Making Informed Decisionsp. 473
- New Scoring Framework Metadata Typesp. 471
- Monitor Secondary Identity Verification Audit Records to Ensure Privacy and Security of Customersp. 472
- Manage Exported Data and Ensure Customer Privacy with Audit Trail Export Dashboardp. 473
- Export Audit Trail Records Effortlessly and Unlock Their Full Potentialp. 473
- Export Decision Matrix Versions for Reuse Outside Business Rules Enginep. 475
- Changed Object in Batch Managementp. 474
- Use Currency and Date/Time Data Types in Decision Tablesp. 475
- Capture Action Logs for Expression Sets Called from Salesforce Flowp. 476
- View Business Elements as First-Level Elements in Expression Set Builderp. 476
- Drill Down to Quickly Access Detailed Information for Better Decision Makingp. 473
- Clone Expression Setsp. 475
- New and Changed Business Rules Engine Metadata Typesp. 479
- Use Today’s Data to Make Business Decisions for the Futurep. 480
- Connect REST APIsp. 478
- Edit the Signature on the Assessment Signature Componentp. 481
- Simulate Expression Set Versions Using JSON Inputp. 477
- Use Variables of Type Expression as Placeholders in Definitionsp. 480
- Discovery Framework Support for Guest Usersp. 481
- New Discovery Framework Object Fieldp. 482
- Changed Object in Business Rules Enginep. 477
- New and Changed Data Processing Engine Metadata Typep. 480
- Amplify Your Connections by Exploring Case Notesp. 482
- Access Actions Conveniently with LWC Quick Actionsp. 484
- Access Your Records Quickly with New List View Filtersp. 483
- Enjoy Enhanced User Interface Performance with LWC Frameworkp. 483
- Verify Customer Identity in Social Channelsp. 485
- Changed Object in Identity Verificationp. 485
- Improve Security Using Form Fields During Identity Verification Processp. 485
- Improve Customer Satisfaction by Providing Support Through Social Channelsp. 483
- New Invocable Actions in Intelligent Document Readerp. 487
- Configure Linked Record Page to Align the Identity Verification Process with Business Requirementsp. 485
- Clone the Renamed and Updated Verification Flows for Clarity and Consistencyp. 485
- Complete Your Business Use Case Quickly by Enabling Dependent Appsp. 486
- New Invocable Actions in Intelligent Form Readerp. 490
- New Intelligent Document Reader Metadata Typesp. 487
- Do More with the New Outreach List UIp. 492
- Extract Text and Get Template Details Automaticallyp. 489
- Prioritize Actionable Listsp. 492
- Improve Navigation Through Information Using Accordion Viewp. 492
- New Connect REST API Resourcesp. 493
- Show Alerts from Your External Systemp. 495
- Call Prospects and Manage Status Within the UIp. 492
- New Intelligent Form Reader Metadata Typesp. 490
- Create Record Alerts Using Business Rules Enginep. 494
- Turn on Record Alert Accessp. 493
- New Record Alerts Objectp. 495
- Improve Readability by Grouping Related Data Attributesp. 497
- Add Lookup Type Data Attributes to Quickly Access Related Recordsp. 497
- Save Time and Effort by Cloning Service Process Definitionsp. 496
- View All Data Attributes of a Service Process Easily with Case Details Lightning Componentp. 496
- New and Changed Metadata APIs for Service Process Studiop. 497
- Changed Objects for Service Process Studiop. 497
- Record Alertsp. 359
Experience Cloud43
- Search for CRM Records in LWR Sites (Generally Available)p. 275
- Deliver Better Site Redirects with Updated Page <head> Tagsp. 276
- Evaluate the Quality of Leads and Opportunities with Einstein Scoring for Salesforce PRMp. 278
- Navigate Your Site More Easily in Experience Builderp. 276
- Create Component Visibility Rules in Experience Builder (Generally Available)p. 279
- Organize Your LWR Site Pages with Tabsp. 279
- Customize the Search Component in Theme Hero Banners in Aura Sitesp. 277
- Add Your Logo to LWR Sitesp. 281
- Add Bulleted and Numbered Lists to Your Enhanced LWR Sitesp. 280
- Add to the Actions Bar in LWR Sites (Beta)p. 283
- View Knowledge Articles in LWR Sites with the Knowledge Article Componentp. 283
- Fine-Tune How Your Enhanced LWR Site Appears on Different Devicesp. 281
- Use Lightning Web Security in Aura Sites (Generally Available)p. 287
- Link Tags in LWR Sites Now Use Lightning Navigationp. 278
- Migrate Aura Sites to Google Analytics 4 (Release Update)p. 286
- Display Branded Toast Notifications in LWR Sitesp. 287
- Improve Performance of Connect APIs in Enhanced LWR Sites (Beta)p. 289
- Update Your Settings and Do More with Record Detail Components in LWR Sites (Beta)p. 284
- ExperienceBundle Supports Only Object Pages Available in Experience Builderp. 290
- Manage Toast Notifications with a Toast Container (Beta)p. 288
- Create Custom Property Types and Editors for Lightning Web Components in LWR Sites (Beta)p. 289
- Learn More About Custom Domain Setup and Maintenance with Expanded Contentp. 292
- Tailor Your Identity Experiences in Third-Party Apps with New and Improved Headless Identity Featuresp. 290
- Get Improved Component Caching in Aura Sitesp. 294
- Get Notified When You Approach Your Portal Role Limitp. 294
- Get Notified About Membership Processing Statusp. 295
- Use Dynamic Redirect Rules in LWR Sites (Beta)p. 294
- Set Up a Custom Domain with Confidence with Improved In-App Guidancep. 292
- Improve Authorization Flow Performance with JSON Web Token (JWT)-Based Access Tokens (Beta)p. 295
- Review Changes to Network Memberships in the Setup Audit Trailp. 295
- Review Guest User Object, Record, and Field Access for Sitesp. 296
- Restrict Emails Sent from Unverified Email Addresses by the Guest User (Release Update)p. 296
- Get More Control over Self-Registrationp. 297
- Require Sender Name and Email Address to Send Chatter Email Notifications (Release Update)p. 297
- Get Content Security Policies for the Service Not Available and Too Many Request Pagesp. 298
- Prepare Your Experience Cloud Site for the Move to Salesforce Edge Networkp. 298
- Create Workflows and Streamline Approvals in Enhanced CMS Workspaces (Generally Available)p. 586
- View Content References in Usage Info Tab on Detail Pagep. 589
- Create Enhanced CMS Channelsp. 589
- Use Salesforce CMS to Manage Unlimited Content with All Salesforce Licensesp. 589
- Manage CMS Content from the Improved Content Detail Pagep. 586
- Navigate Your Enhanced CMS Content with Search Improvementsp. 589
- Use the Manage Menu for CMS Content and Translations in Enhanced CMS Workspacesp. 588
Slack1
Mobile18
- See Recent Changes in Forecast Categoriesp. 506
- Salesforce Mobile App Plus Is Generally Availablep. 506
- Access Your Analytics Collections on Salesforce Mobilep. 506
- Salesforce Mobile App Requirements Have Changedp. 505
- Mobile Offline Is Generally Availablep. 507
- Migrate Security Policies to the Mobile Security Setup UIp. 508
- Salesforce Mobile App Version 228 Is Retiredp. 509
- Offline App Onboarding Wizard Is Generally Availablep. 508
- The Salesforce Mobile App Community License Access Retirement Is Pausedp. 509
- New BarcodeScanner Features Available for the Salesforce Mobile Appp. 510
- Enable Dynamic Forms on Mobile (Beta)p. 510
- Highlight Android Device Runtime Permissions With New In-App Request Workflowp. 511
- Link to Your Experience Cloud App’s Privacy Policy From the Login Pagep. 512
- Get Native Updates for Experience Cloud Appsp. 513
- Delete the Mobile Publisher App Update Component from Your Sitesp. 514
- New BarcodeScanner Features Available for Mobile Publisher Applicationsp. 514
- Deleted Field Is Deprecated as a Briefcase Filterp. 514
- Require Experience Cloud App Users to Update Their Apps After 15 Daysp. 513
Analytics28
- Unify All Your Analytics in the Analytics Home (Generally Available)p. 102
- Manage Your Reports and Dashboards on the Analytics Tab (Generally Available)p. 106
- Focus Your View with More Dashboard Filtersp. 105
- Post Lightning Dashboards with CRM Analytics for Slackp. 103
- Bring Together All Your Analytics in Analytics Home (Generally Available)p. 108
- Enhance Your Visualizations with Images, Rich Text, and Dashboard Widgetsp. 105
- View Table Totals and Subtotals in Direct Datap. 112
- Make Component Widgets Dynamic with Parametersp. 110
- Start a Dynamic Flow Directly from a Dashboard Widget (Beta)p. 113
- Post Lightning Dashboards in Slackp. 106
- Rename Columns in Lenses with Easep. 111
- Explore Multiple Data Model Objects in Direct Data Using Joins (Beta)p. 114
- Use Enhanced Single-Click Interactions in Dashboard Widgetsp. 112
- Better Performance for Embedded Analytics Dashboardsp. 117
- Troubleshoot Dashboard Performance Quickly with Dashboard Inspector 2.0p. 117
- Experience Faster Dashboard Explorationp. 120
- Get Improved Performance on Data Cloud Queriesp. 120
- Ensure Better Data Accuracy with Fully Qualified Keysp. 116
- Get Improved Dashboard Performance with Better Cachingp. 119
- Publish Tableau Content to CRM Analytics (Beta)p. 120
- Running Sequential Recipes Faster with Staged Data (Beta)p. 121
- Updated Location for CRM Analytics Mobile Beta Testingp. 123
- Build Dashboard Interactions with the Improved Developer Guidep. 123
- Connect to Google Analytics 4 (Beta)p. 122
- Industry Analytics Appsp. 124
- Migrate Your Einstein Discovery Models (Generally Available)p. 126
- Improve Recommendations with Decision Optimization (Beta)p. 125
- Marketing Cloud Intelligencep. 127
Data Cloud / Data 36027
- Customer Data Platform Is Now Data Cloudp. 177
- Increase Data Refresh with Rapid Segment Publish (Generally Available)p. 178
- Organize Your Data with Data Spacesp. 178
- Customer Data Cloud Is Now Data Cloud in Permission Set Names and Other UI Textp. 177
- Save Time with Nested Segments (Generally Available)p. 178
- Narrow a Segment Audience with Exclusion Criteria (Generally Available)p. 178
- Grow Your High-Value Segments with Einstein Lookalikesp. 179
- Create Data Streams with the SFTP Connector in Data Cloudp. 179
- Transform Data in Near Real Time in Data Cloudp. 180
- Authorize Apps to Access Data Cloud Resourcesp. 180
- Analyze Your Activation Data Using the Audience DMO (Pilot)p. 181
- Save Time and Prevent Errors with Auto-Mapping Suggestionsp. 179
- Connect to Data Cloud with the New Tableau Connectorp. 180
- Use B2C Commerce Activation Targetsp. 181
- Power Near Real-Time Orchestration with Marketing Cloud Journeysp. 182
- Use Amazon SageMaker Models with Data Cloud to Drive Personalization (Generally Available)p. 180
- Enrich Data Actions with Related Objects and Attributesp. 182
- Protect Your Activation Data with CPRA Taggingp. 181
- Get More out of Data Cloud Lightning Appsp. 183
- Use Your Own SFTP Server to Activate Segments (Pilot)p. 182
- Refine Match Criteria with Case-Sensitive Matchingp. 183
- Act on Data Changes in Near Real Timep. 183
- Turn Off Scheduled Ruleset Runsp. 183
- Choose When to Process Calculated Insightsp. 184
- Everything New Across Salesforce for Data Cloudp. 184
- Add New Object Permissions to Custom Permission Sets in Data Cloudp. 184
- Prepare Data Visually with Batch Data Transformsp. 183
Platform149
- Allow Delegated Admins to Manage Permission Set Group Assignmentsp. 156
- Set Field-Level Security for a Field on Permission Sets Instead of Profiles (Generally Available)p. 156
- Get OData Version 4.01 Support for Salesforce Connect OData Adapterp. 155
- Connect External Data Sources Managed via GraphQL from Salesforce (Generally Available)p. 154
- See More Information in Reports from the User Access and Permissions Assistantp. 156
- Automate and Migrate User Access with User Access Policies (Beta)p. 157
- Give Your Mobile Users the Dynamic Forms Experience (Beta)p. 158
- Optimize Your App Pages with the Accordion and Tabs Componentsp. 160
- Align Fields Horizontally in Field Sectionsp. 159
- Review Updated Label Translationsp. 162
- Create Accounts More Easily with Dynamic Formsp. 160
- Other Improvements to UI Text in Lightning App Builderp. 160
- Enable ICU Locale Formats (Release Update)p. 161
- Adopt New Currencies for Croatia and Sierra Leonep. 163
- Explore More Custom Address Field Functionalityp. 162
- Available Country List Is Changedp. 162
- Prepare for the Japanese Katakana Style Change (Release Update)p. 163
- Reduce Base Package Size with Language Extension Packages (Beta)p. 165
- Declaratively Edit External Services Created by HTTP Calloutp. 166
- Replace Inactive Euro Localesp. 164
- MuleSoft Registration Review Page Has Changedp. 166
- Limit the Number of Inactive Picklist Valuesp. 168
- Enjoy More Screen Real Estatep. 166
- Call a MuleSoft Invocable Action from an Orchestrationp. 167
- Reflect the Diversity of Your Customers with Gender-Neutral Salutationsp. 169
- Clone Lightning Appsp. 170
- Say Hello to Salutation Picklist Values in Lightning Experiencep. 168
- Use One File to Install Data Loader on macOS or Windowsp. 170
- Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Release Update)p. 171
- Recalculate Account Sharing Rules Faster with Updated Opportunity Sharing Behaviorp. 171
- See Required Fields at a Glancep. 174
- Accessibility for List Views Is Improvedp. 173
- Boost Productivity with Mass Quick Actions on Related Lists (Beta)p. 172
- New and Changed Components for Change Setsp. 185
- Discover the New Lightning Web Components Developer Guidep. 188
- Reduced Limit for Number of Actions in a Boxcar Requestp. 189
- Attribute Names Support More Patternsp. 192
- Use Lightning Web Security for Lightning Web Components and Aura Components (Generally Available)p. 189
- Synchronize Component Data Without a Page Refresh Using RefreshView API (Generally Available)p. 192
- Assign CSS Stylesheets to a Componentp. 193
- Enable Third-Party Integrations with Light DOM (Generally Available)p. 191
- API Distortion Changes in Lightning Web Securityp. 190
- Create Scoped Slots in Light DOMp. 193
- Set Dynamic Values for the Slot Attribute in Lightning Web Componentsp. 194
- Validate Your Lightning Web Components for Offline Use with the Komaci Static Analyzerp. 195
- Scan More Barcodes at Once, Save Time–Improved Bulk Scanning with BarcodeScannerp. 194
- New scan() Function for BarcodeScanner Does It Allp. 194
- Develop Offline-Ready LWCs with the LWC Offline Test Harnessp. 195
- Base Component lightning-input Internal DOM Is Changing in Winter '24p. 196
- Identify UTAM Page Objects More Easily with the Browser Extension (Beta)p. 197
- Use Error Codes to Fix UTAM Page Objectsp. 197
- Validate Getter and Setter Access Modifier Enforcement During Visualforce Expression Language Parsing (Release Update)p. 199
- Security Enhancements for CSRF Tokens for Lightning Apps (Release Update)p. 197
- Be Aware of Base Lightning Component Internal DOM Structure Changes for Future Native Shadow Supportp. 195
- Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API (Release Update)p. 198
- Prevent Consecutive API Navigation Calls (Release Update)p. 199
- Access Labels in Apex Dynamicallyp. 200
- Use DataWeave in Apex to Enable Data Transformation to Different Formats (Beta)p. 202
- Configure Stack Depth of Chained Queueable Jobs (Beta)p. 201
- Use the Iterable Interface with Set Typep. 203
- See Improved Logging with Assert Class Methodsp. 203
- Enforce RFC 7230 Validation for Apex RestResponse Headers (Release Update)p. 204
- Code Coverage of Tests Run during Package Install Has Changedp. 204
- Query Five Levels of Parent-to-Child Relationships in SOQL Queriesp. 205
- Manage DML Exceptions in User-Mode Database Operationsp. 204
- Async SOQL Is Being Retiredp. 205
- Transfer Package Ownership to a Different Dev Hub (Generally Available)p. 207
- Salesforce Platform API Versions 21.0 Through 30.0 Retirement (Release Update)p. 206
- Reference Standard Value Sets By Specifying a Seed Metadata Directoryp. 208
- Experience Better Performance for Packaging Operationsp. 208
- Reduce Translated Package Size with Language Extension Packages (Beta)p. 208
- Quickly Create Full Sandboxes (Generally Available)p. 209
- Develop Platform Apps with Easep. 210
- Deploy Scalable Apps and Analyze System Performance with Scale Centerp. 210
- Conduct Quick, Easy, and Accurate Scale Tests with Scale Testing Servicep. 211
- Changes to Sandbox License Compliance Processp. 209
- Salesforce Functions Updatesp. 212
- Understand Trialforce Template Limitsp. 213
- Custom Object CRUD Data from Apex Unit Tests Is No Longer Available in AppExchange App Analyticsp. 213
- AppExchange Security Re-Reviews Available Upon Requestp. 213
- Receive Change Event Notifications for More Objectsp. 214
- Track the Publishing of Platform Events with Apex Publish Callbacks (Generally Available)p. 215
- Get Enhanced Event Usage Metricsp. 216
- Send Encrypted Events to Amazon EventBridgep. 217
- Salesforce Code Analyzer Scan Reports Now Required with Certain AppExchange Security Reviewsp. 213
- Integrate Real-Time Events with Amazon EventBridge with Point and Clickp. 217
- New and Changed Modules for Lightning Web Componentsp. 219
- New and Changed Lightning Web Componentsp. 218
- New and Changed Aura Componentsp. 222
- Changed Connect in Apex Input Classesp. 229
- New and Changed Directives for Lightning Web Componentsp. 221
- New Connect in Apex Classesp. 226
- New and Changed Connect REST API Resourcesp. 240
- 429 HTTP Error Code Is Availablep. 240
- Changed Connect in Apex Output Classesp. 229
- New and Changed Standard Platform Eventsp. 239
- Changed Connect REST API Request Bodiesp. 245
- Changed Connect in Apex Enumsp. 231
- Changed CRM Analytics REST API Request Bodiesp. 249
- Changed Connect REST API Response Bodiesp. 246
- New and Changed CRM Analytics REST API Resourcesp. 249
- Changed CRM Analytics REST API Response Bodiesp. 250
- REST APIp. 254
- Subscription Management APIp. 254
- Supported Objectsp. 256
- New and Changed User Interface API Response Bodiesp. 258
- Tooling API New and Changed Objectsp. 255
- New and Changed User Interface API Resourcesp. 258
- Prevent Record Duplication with Idempotent Record Writes (Beta)p. 256
- Tackle Data Privacy Concerns with Hyperforce European Union (EU) Operating Zonep. 318
- Migrate to Hyperforce with Hyperforce Assistantp. 318
- Send Salesforce Data to an External Server Without Code via HTTP Callout (Beta)p. 593
- Flow Integrationp. 590
- Build Screens with Reactive Components (Beta)p. 595
- Update the Screen in Real-Time using Formulas (Beta)p. 595
- Bring External Data into Flow Builder Without Code (Generally Available)p. 593
- Use Email Templates in the Send Email Actionp. 596
- Get Records from Data Cloud Objects in Flow Builderp. 597
- Search and Display Data Table Results in Screen Flowsp. 598
- Use Security Center Objects in Flowsp. 598
- View More Elements on the Flow Builder Canvasp. 599
- Provide Users a List of Choices for Easy Selection with Choice Lookup (Generally Available)p. 598
- Get Improved Accessibility in Flow Builder with New Element Colorsp. 599
- View Standard Flows in Flow Trigger Explorerp. 600
- Log Emails Sent with the Send Email Actionp. 596
- Get Field Visibility Errors during Flow Runtimep. 599
- Reference Choice Sets Only in Choice Componentsp. 600
- Convert More Processes to Flows with the Migrate to Flow Toolp. 601
- Find Flow User Permissions More Easilyp. 602
- Use Multi-Select Picklists with Flow in Slackp. 603
- Evaluate Criteria Based on Original Record Values in Process Builder (Release Update)p. 604
- Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)p. 605
- Delete Flows from Second-Generation Managed Packagesp. 602
- Enforce Rollbacks for Apex Action Exceptions in REST API (Release Update)p. 605
- Import REST APIs Directly from MuleSoft Servicesp. 603
- New Process Creation Is No Longer Availablep. 601
- Use More Data Types as Slack Input Parametersp. 603
- Enable EmailSimple Invocable Action to Respect Organization-Wide Profile Settings (Release Update)p. 605
- Prevent Guest User from Editing or Deleting Approval Requests (Release Update)p. 604
- Make Paused Flow Interviews Resume in the Same Context (Release Update)p. 606
- Disable Access to Session IDs in Flows (Release Update)p. 606
- Get Refreshed Record Variables When an Orchestration Resumesp. 608
- Create Steps to Run MuleSoft Actionsp. 608
- Control the Running Context of an Orchestrationp. 608
- Add Custom Information to Flow Orchestration Logsp. 609
- See Orchestration Work Items on the To Do Listp. 610
- Get a Better Screen Reader Experience with Accessibility Improvementsp. 612
- Enable Sharing for Flow Orchestration Objects (Release Update)p. 611
- Standard OmniStudio Runtime Name Is Changingp. 612
Security & Identity58
- Set Up and Maintain Backups More Easilyp. 614
- Filter and Restore Data More Easilyp. 615
- Continue to Log My Domain Redirectionsp. 619
- Prepare for the Move to Salesforce Edge Networkp. 618
- Identify the Origin of Requests to Previous My Domain URLsp. 619
- Deploy Enhanced Domains (Release Update)p. 617
- Configure and Maintain Custom Domains with Confidencep. 619
- Validate Your Sandbox Custom Domainsp. 619
- Update the Target Hostname for Custom Domains Served by a Third-Party Service or CDNp. 621
- Identify Salesforce-Hosted Site Domains with Easep. 620
- MFA Auto-Enablement Continues: Find Out When and How Your Org Is Affected (Release Update)p. 625
- MFA Auto-Enablement Comes with an Improved Registration Experiencep. 626
- Optimize Registration for Identity Verification Methodsp. 627
- Use TOTP Codes from Salesforce Authenticator More Easilyp. 627
- Configure Identity Verification Settings in One Location with an Improved User Interfacep. 628
- Use OAuth 2.0 Hybrid Flows for Secure Authorizationp. 628
- Use Salesforce MFA for SSO Loginsp. 626
- Track Insecure Login Flows Through Real-Time Event Monitoringp. 628
- Monitor Login Conditions in the Enhanced Transaction Security Frameworkp. 628
- Improve Security for the Headless Forgot Password Flowp. 630
- Specify a User’s Verification Method in the Body of Headless Registration Requestsp. 630
- Take the Reins on Your User Registration Experiences with Headless Registrationp. 629
- OAuth 2.0 Username-Password Flow Blocked by Default in New Orgsp. 629
- Build a Native Single Sign-On Experience in a Third-Party Appp. 630
- API Only Users Are Restricted from Accessing the User Interface via frontdoor.jspp. 631
- Enhance Your Authorization Flow Efficiency with JSON Web Token (JWT)-Based Access Tokens (Beta)p. 631
- Upgrade to Identity Connect 7.1.5p. 632
- Authorize Apps to Access All Data Cloud Resourcesp. 631
- Identity Connect 3.0.1.2 Security Patch Is Being Removedp. 632
- Verify User Email Addressesp. 632
- Update U2F Security Keys to Support WebAuthn Authenticationp. 632
- Use the OAuth Client Credentials Flow in More Editionsp. 633
- See When an Access Token Response Contains a JSON Web Token (JWT)-Based Access Token (Beta)p. 633
- Set Your Users’ Session Timeout to 90 Minutesp. 633
- Host Preference Forms without a Websitep. 634
- Take More Control of Self-Registration for Customers and Partnersp. 631
- Track Consent Objects with Field Audit Trailp. 635
- Hover Text Label for Client Credentials Flow Execution User Is Changedp. 634
- Track File Usage in Near Real-Time with FileEvent (Generally Available)p. 636
- Earn Badges for Preference Managerp. 635
- Opt in for Event Log File Generation (Release Update)p. 637
- Track Insecure Login Flowsp. 638
- Track and Audit Consent Management Datap. 639
- Dig into Details About Page Load Timesp. 637
- View Knowledge Article Event Data in Event Monitoring Analytics Appsp. 638
- Track Platform Encryption Data from Security Centerp. 640
- Streamline Dataset Updates for the Event Monitoring Analytics App (Beta)p. 638
- Encrypt More Patient Health Datap. 640
- Track API Usage for All API Versionsp. 639
- Access More Shield Platform Encryption Features with Assistive Technologyp. 641
- Simplify Encryption Policy Management with the Encryption Policies Metricp. 642
- Automate Processes for Security Center Data with Flowsp. 641
- Assure Tenant Security by Tracking External Loginsp. 642
- Get Improved Unique Field Masking (Release Update)p. 644
- Track the Source of My Domain Redirectionsp. 638
- Process Data Mask Jobs Faster (Release Update)p. 644
- Deploy Mobile App Security Policies with the New Mobile App Security Policy Typep. 643
- Security Center Is Now Compatible with Government Cloud (Generally Available)p. 642
Salesforce Overall22
- See Object Names in Record Tabs and Subtabsp. 93
- See Improved Color Contrast in UI Elementsp. 88
- News, Automated Account Fields, and Account Logos Are Being Retiredp. 94
- New Salesforce Feedback Management Developer Guidep. 93
- Experience Improved Performance on More Record Home Pagesp. 92
- Feedback Form in Salesforce Help Menu Is Being Retiredp. 94
- See Tenant IDs in the Your Account Appp. 91
- Keep Working with Tab-Focused Dialogs (Release Update)p. 90
- Manage More Products with the Your Account Appp. 91
- Multi-Factor Authentication (MFA) Auto-Enablement Continues with Summer ’23p. 87
- Get Better Performance for Related Listsp. 92
- Undo Field Changes with a Clickp. 92
- Use Waitlists to Connect Customers with the Relevant Resourcesp. 96
- Set a Password or Expiration on a Public Link to a Salesforce Filep. 94
- Reduce Customer Wait Time with Waitlistsp. 97
- Get Notifications for Drop-In Appointments to Enhance Efficiencyp. 97
- Manage Drop-In Customersp. 96
- New and Changed Metadata Typesp. 98
- Configure Searchable Objects for Each User Profile (Beta)p. 100
- Send Survey Invitations to Unauthenticated Participantsp. 94
- Quickly Configure Searchable Picklists (Beta)p. 100
- Resolve Cases Faster with Einstein Search Answers (Pilot)p. 100